Video – Addressing employment, data collection and recession call
In this short video we cover:
Read MoreIn this short video we cover:
Read MoreThe Fed’s dovish pivot and likely first-half rate cuts, coupled with a likely broadening of the market, suggest any meaningful first-half 2024 weakness caused by (1) increased fear of…
Read MoreThe jobs initial survey data is historically incomplete.
Read MoreIn this short video, we discuss how until recently, the “Magnificent-7” (Mag-7) companies have driven the gains in the market because they have held the lion's share of earnings.…
Read MoreHow do you escape from an Undertow? Stay calm, don’t exhaust yourself by swimming against the current, and most importantly – stay afloat until you are in calmer water…
Read MoreWhile we continue to be in an intermediate-term consolidation phase under the surface of the Nasdaq and S&P 500 (SPX) indices, we believe greater participation in the market upside…
Read MoreIn this short video we discuss: Recent economic trends in GDP, Manufacturing, and Non-Residential Construction, How the Opposite Day correction is playing out underneath the market-cap weighted indices,…
Read MoreI never thought I would need bifocals, much less trifocal glasses, to see right.
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